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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-08 |
| FL | RA | APPROVED | 2011-07-28 |
Branch Locations
7053 S Tamiami Trl Ste F, Sarasota, FL 34231 • United States
Osprey, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Sarasota | FL | 07/1986 | Present |
| Primerica Financial Services | Sarasota | FL | 02/1991 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Suncoast Successes Inc., Investment Related, 7061 S. Tamiami Trail Sarasota, FL, 34231, Primerica Business Purposes, Owner, 08/2006-Present, 240 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-18 |
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